Tutorial: Catching shopper address alternatives in the calculation framework

The calculation framework uses a shopper's address to provide order calculations for tax and shipping costs. If a shopper does not provide the correct city or state or country as input text, you can use the default implementation to catch any address differences.

Before you begin

Download the Jurs Mapping Text example which contains the alternative address entries for the jurisdiction mapping.
Download the zip file containing all the code related to this tutorial.

About this task

In the default implementation of WebSphere Commerce, the checkout billing and shipping pages prompt the shopper for input, using text entry fields. The instances where the state/province, city, or country is not input as expected result in spurious order calculations for tax and shipping costs. To compensate for faulty shopper input, we can load the jurisdiction mapping to allow for those alternative address inputs.

There can be multiple mapped jurisdiction representations to the same calculation rule. Therefore, the calculation rules can be independently defined apart from the multiple jurisdiction references. The alternative address inputs can then be defined for a single rule by mapping to several jurisdiction references.

The following section explains how to set up a Canadian tax implementation. It also includes excerpts that you can use to provide alternative jurisdiction mapping to prepare for calculating based on shopping input.

Note: The tax rate described in the tutorial is for sample only. For more information about changing the tax rates, see Updating the WebSphere Commerce tax configuration to match the current tax rate.

In this tutorial you will learn how to complete the following tasks:

Open the tax.xml file and add extra alternative jurisdiction mappings
Run idresgen utility on the tax.xml file
Run Massload on the resolved tax.xml file
Test some data using the above tax matrix

Procedure

Extract the JursMapping.zip file into a temporary directory.
Open the env.bat file for editing and update it to match your WebSphere Commerce Server environment, by filling in the following:
DBNAME
The database user of the WebSphere Commerce Server
DBUSER
The database user of the WebSphere Commerce Server
DBPWD

The database password of the WebSphere Commerce Server

processType
The target type:
- toolkit
- server
TOOLKITDIR
The target toolkit installation directory for WebSphere Commerce. For example:
```
set TOOLKITDIR=WC_installdir
```
WCSHOME
The path to the WebSphere Commerce Server. For example:
```
set WCSHOME=WC_installdir
```
PATH
Update the PATH to add the WCSHOME parameter. For example:
```
set PATH=.;%WCSHOME%\bin;%PATH%
```
Save and close the file.

Update the XML for Ontario and Canada:

Open the tax.xml and JursMapping.txt files for editing.

Copying the entries from the JursMapping.txt file into the tax.xml file after the following entries:

<jurst jurst_id="@jurst_id_20004" country="Canada"
storeent_id="@storeent_id_1" 
        code="20004" subclass="2" state="Ontario" stateabbr="ON"
countryabbr="CA" markfordelete="0"/> 
<jurstgroup jurstgroup_id="@jurstgroup_id_20001"
description="PST jurisdiction group ON" 
        subclass="2" storeent_id="@storeent_id_1" code="PST Group
ON" markfordelete="0"/> 
<jurstgprel jurst_id="@jurst_id_20004"
jurstgroup_id="@jurstgroup_id_20001" subclass="2"/> 
<jurstgprel jurst_id="@jurst_id_20004"
jurstgroup_id="@jurstgroup_id_50000" subclass="2"/>

Note: The JursMapping.txt file contains provides examples to catch customer data alternative entries for the following variations:

Canada
CANADA
CA
Can
Ontario
ONTARIO
ontario
ON
ONT
Ont

Close the JursMapping.txt file.

In the tax.xml file and replace all references to @storeent_id_1 with the STOREENT_ID value from the database you want to update. For example:
```
storeent_id="10001"
```
In the tax.xml file, replace all references to @ffmcenter_id_1 with the FFMCENTER_ID value from the database you want to update. For example:
```
ffmcenter_id="10001"
```
In the tax.xml file, replace the wcs.dtd path with the path of your Commerce Server wcs.dtd file. For example:
```
<!DOCTYPE import SYSTEM "WCDE_installdir\workspace\WC\xml\schema\dtd\wcs.dtd">
```
Save and close the tax.xml file.
Run the appropriate command:
- Run the batch file "Step1-idresgen.bat"
- idresgen -dbname name -dbuser user -dbpwd password-infile %INFILE% -outfile %OUTFILE% -method mixed -schemaname user
- idresgen -dbname name -dbuser user -dbpwd password -infile %INFILE% -outfile %OUTFILE% -method mixed -schemaname user -customizer %CUSTOMIZEFILE%
Run the appropriate command:
- Run the batch file "Step2-massload.bat".
- massload -dbname name -dbuser user -dbpwd password -infile taxResGen.xml -method sqlimport -commitcount 20 -schemaname user
- - In the env.bat file, set CUSTOMIZEFILE=WC_installdir\properties\OracleConnectionCustomizer.properties
  - massload -dbname name -dbuser user -dbpwd password -infile taxResGen.xml -method sqlimport -commitcount 20 -schemaname user

Place an order in your storefront using the Canada and Ontario data alternatives to test them. Ensure the tax rates match the following Canadian tax matrix:


Province	Name of Relevant Statute	General Rate of Tax	Display	Base for PST Incl. GST
Newfoundland	HST	15% (GST incl.)	HST only
Nova Scotia	HST	15% (GST incl.)	HST only
New Brunswick	HST	15% (GST incl.)	HST only
Prince Edward Island	Revenue Tax Act	10%	GST and PST	Yes (PST charged on GST)
Ontario	Retail Sales Tax Act	8%	GST and PST	No
ONTARIO	Retail Sales Tax Act	8%	GST and PST	No
ON	Retail Sales Tax Act	8%	GST and PST	No
ontario	Retail Sales Tax Act	8%	GST and PST	No
ONT	Retail Sales Tax Act	8%	GST and PST	No
Ont	Retail Sales Tax Act	8%	GST and PST	No
Manitoba	Retail Sales Tax Act	7%	GST and PST	No
Saskatchewan	Education and Health Tax Act	6%	GST and PST	No
British Columbia	Social Service Tax Act	7%	GST and PST	No
Quebec	QST - see QST Manual	7.5% (tax on GST as well, so therefore closer to 8.03%)	GST and VAT	Yes (VAT on GST)
Alberta	No PST		GST only
Yukon	No PST		GST only
N.W.T.	No PST		GST only